Retirement Plans in General

5,771 topics in this forum

1. Prohibited Transaction if 401(k) deposits aren't made timely?

   By Guest MattNewman, January 15, 1999
   • 1 reply
   • 1.5k views
   • 
   • Dave Baker
   • January 17, 1999

2. Controlled Group or not?

   By Guest Phil L, January 14, 1999
   • 1 reply
   • 1.3k views
   • 
   • richard
   • January 15, 1999

3. DOL Opinion Letters

   By chris, January 15, 1999
   • 1 reply
   • 1.4k views
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   • Dave Baker
   • January 15, 1999

4. Vesting Question

   By Guest greymann, January 14, 1999
   • 1 reply
   • 1.4k views
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   • Dave Baker
   • January 15, 1999

5. General rules and regs

   By Guest MARY WRIGHT, January 14, 1999
   • 0 replies
   • 1.8k views
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   • Guest
   • January 14, 1999

6. definition of partial plan termination

   By Guest username1, January 13, 1999
   • 2 replies
   • 1.9k views
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   • Guest
   • January 14, 1999

7. Handbook for Small Business

   By Guest Melanie, October 29, 1998
   • 4 replies
   • 2.5k views
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   • Guest
   • January 14, 1999

8. Vest amount after separation

   By Guest username1, January 12, 1999
   • 3 replies
   • 1.5k views
   • 
   • KIP KRAUS
   • January 13, 1999

9. Allocation of contribution to over 70 1/2 greater than 5% shareholder

   By Guest Ron Grodzinsky, January 11, 1999
   • 1 reply
   • 2.1k views
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   • Chester
   • January 12, 1999

10. FIDUCIARY BONDING

    By Guest elizabeth, January 11, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • January 12, 1999

11. Profit Sharing as Compensation

    By Guest Blythe Patterson, January 8, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 12, 1999

12. Quick Controlled Group Question

    By Guest Beavis, January 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • January 9, 1999

13. Participant overpaid in plan termination/how to recover funds from ove

    By Lynn Campbell, January 5, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 1999

14. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy, December 9, 1998
    • 3 replies
    • 1.6k views
    • 
    • Kathy
    • January 8, 1999

15. ERISA on-line

    By Guest RS Vatalaro, January 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

16. Replacement of pension plans with personal retirement accounts.

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 4, 1999

17. Roth IRAS and the State of MA

    By Guest Peterdes, January 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

18. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy, December 22, 1998
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 31, 1998

19. Prohibited transaction - Children?

    By Lynn Campbell, December 31, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 31, 1998

20. Cash Balance Account Balance as Accrued Benefit

    By Alonzo, December 29, 1998
    • 0 replies
    • 1.7k views
    • 
    • Alonzo
    • December 29, 1998

21. Are DB Plans Still Around?

    By Guest Terry, December 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 28, 1998

22. Pension Plan for Sole Prop and Corporation

    By richard, December 22, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 1998

23. Social Security becoming an oxymoron?

    By Guest Franklin Evans, December 8, 1998
    • 7 replies
    • 2.7k views
    • 
    • Larry M
    • December 22, 1998

24. the only stupid question is the one not asked

    By Guest pensiondoc, December 19, 1998
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • December 21, 1998

25. Bungled Opt-Out

    By Christine Roberts, December 21, 1998
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • December 21, 1998

26. DATAIR USERS

    By Guest pdaniels, December 7, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 19, 1998

27. Davis-Bacon/State Prevailing Wage Statute Plan

    By Guest Edward McElroy, December 17, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 19, 1998

28. Who's got my retirement plan?

    By Guest MaryKJSM, December 1, 1998
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • December 19, 1998

29. Three Texas Counties Have Already Privatized Social Security

    By joel, December 17, 1998
    • 0 replies
    • 2.3k views
    • 
    • joel
    • December 17, 1998

30. Sale of Stock in Profit Sharing Plan to ESOP

    By Guest Edward McElroy, December 16, 1998
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 16, 1998

31. 15-Day Notice Regs Issued

    By Dave Baker, December 15, 1998
    • 0 replies
    • 1.7k views
    • 
    • Dave Baker
    • December 15, 1998

32. IRS Plan Audits

    By Christine Roberts, December 14, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 1998

33. Professional Designations

    By Guest Paul McDonald, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Lorraine Dorsa
    • December 14, 1998

34. Early Retirement Program

    By Guest Liz, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 10, 1998

35. Plan Design for Younger Owner of Small Firm

    By Lynn Campbell, December 10, 1998
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1998

36. "Excess Earnings" of DB Plans.

    By joel, December 10, 1998
    • 0 replies
    • 2.2k views
    • 
    • joel
    • December 10, 1998

37. States set policy, too.

    By Guest Franklin Evans, December 3, 1998
    • 1 reply
    • 2.4k views
    • 
    • joel
    • December 9, 1998

38. GUST 1999 Restatements - Current Status of IRS

    By mwyatt, December 7, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

39. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

    By Guest CPeterson, December 7, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

40. Encourage DB plans

    By Guest ctobe, November 12, 1998
    • 17 replies
    • 4.4k views
    • 
    • joel
    • December 8, 1998

41. Davis Bacon Plan

    By Guest Edward McElroy, December 5, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 5, 1998

42. Age 70.5 distributions

    By Guest Bill, December 4, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

43. Greetings and Welcome

    By Guest Franklin Evans, December 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998

44. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

    By Guest PALAWYER, December 2, 1998
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • December 3, 1998

45. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger, December 2, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 2, 1998

46. Beta Test Easy to use Plan Admin software

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 1, 1998

47. Amendment to change timing of distribution - permissible?

    By Lynn Campbell, December 1, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 1, 1998

48. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef, November 30, 1998
    • 1 reply
    • 2.6k views
    • 
    • Chester
    • November 30, 1998

49. pension simplificaation

    By Larry M, November 12, 1998
    • 5 replies
    • 2.7k views
    • 
    • david rigby
    • November 29, 1998

50. Trustee Voting of Stock Held as General Investment in Plan

    By Guest Edward McElroy, November 24, 1998
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 25, 1998